by Justin Maxwell | Feb 5, 2025 | Tax
Introduction: The Accountant Dilemma (is your accountant costing you money) Most business owners assume their accountant is doing everything possible to save them money on taxes. After all, they:✅ File everything on time.✅ Keep them compliant.✅ Have never gotten them...
by Justin Maxwell | Nov 4, 2024 | Tax
A Lesson from My Son’s Soccer GameAdjusting Speed Throughout the Tax YearAvoid the Cost of Missing OutCreating a Sustainable Tax Planning StrategyConclusion: Adjusting Your Tax Speed for Success Ever see a soccer player sprint the entire game? No chance, right? In...
by Justin Maxwell | Oct 16, 2024 | Business Success, Exit Ready, Tax
Understanding the Business Owner QuadrantShifting to the Owner-Investor MindsetThe Power of the Family Office ModelCreating Your Own Family Office EnvironmentIdentifying the Right Tax TeamProactive Tax Planning for WealthDiversifying Income and InsuranceBuilding Your...
by Justin Maxwell | Sep 10, 2024 | Business Success, Exit Ready, Tax
The Pitfalls of Specialization in SportsThe Pitfalls of Specialization in FinanceThe Power of Diversification: A Holistic Wealth and Exit Planning TeamApplying the “What the Heck” Principle in FinanceThe Bottom Line: Comprehensive Wealth Management for...
by Justin Maxwell | Aug 30, 2024 | Tax
The Importance of Year-Round Tax PlanningIdentifying the True Tax SeasonSteps to Effective Year-Round Tax PlanningAdvanced Tax Reduction StrategiesThe Role of Specialized Tax ProfessionalsOngoing Tax Planning and Follow-UpEvaluating Your Tax TeamBig Life...